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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

133 hedge funds and large institutions have $307M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
67
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
1
Ashton Thomas Private Wealth
Arizona
$10.4M
2
MWM
2
Modern Wealth Management
Kansas
$5.07M
3
LPL Financial
3
LPL Financial
California
$24.7M
4
CFO
4
Collective Family Office
Pennsylvania
$4.6M
5
LFG
5
Larson Financial Group
Missouri
$8.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$7.85M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.86M
4
GI
4
GAMMA Investing
California
$209K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$24.7M 1,088,901 +211,112 +24%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M 1,030,615 +73,371 +8%
Wells Fargo
3
Wells Fargo
California
$21.1M 927,907 -12,489 -1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$17.2M 759,061 +15,273 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$15.1M 664,240 +52,175 +9%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$10.4M 457,030 +324,494 +245%
LFG
7
Larson Financial Group
Missouri
$8.8M 387,566 +175,546 +83%
IF
8
Ironwood Financial
Arizona
$8.02M 357,792 – –
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$7.85M 345,881 -117,581 -25%
UBS Group
10
UBS Group
Switzerland
$7.83M 344,790 +83,266 +32%
AA
11
Advisory Alpha
Michigan
$7.61M 335,165 +45,254 +16%
SIC
12
SFE Investment Counsel
California
$7.6M 334,525 +3,387 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$7.55M 332,394 -8,483 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.52M 331,309 +4,014 +1%
IF
15
Intrua Financial
Texas
$6.58M 289,685 +15,774 +6%
RC
16
Rovin Capital
Arizona
$6.44M 283,528 +7,526 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.42M 238,480 +38,226 +19%
KCM
18
Kaye Capital Management
California
$5.07M 223,347 +136,239 +156%
MWM
19
Modern Wealth Management
Kansas
$5.07M 223,347 +223,347 New
CFO
20
Collective Family Office
Pennsylvania
$4.6M 202,448 +202,448 New
OIM
21
Oder Investment Management
California
$3.51M 154,420 +13,143 +9%
Ameriprise
22
Ameriprise
Minnesota
$3.48M 153,108 +12,420 +9%
EW
23
Evexia Wealth
Wisconsin
$3.37M 148,242 +148,242 New
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.2M 141,116 -6,821 -5%
PFS
25
Prospera Financial Services
Texas
$3.18M 140,069 +2,932 +2%
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